Firsthand Capital Management, Inc. [Rocket]

Holdings

Firsthand Capital Management, Inc.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
ROKU, INC	ROKU	Common	190,000	-20,000	12,152,400,000	-1,669,800,000	14.59		Hist	06/30/2023
WOLFSPEED, INC.	WOLF	COM	190,000	0	10,562,100,000	-1,778,400,000	12.68	0.15	Hist	06/30/2023
Cloudflare, Inc.	NET	Common	80,000	0	5,229,600,000	296,800,000	6.28	0.02	Hist	06/30/2023
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.	KTOS	COM	310,000	0	4,445,400,000	266,600,000	5.34	0.24	Hist	06/30/2023
Palo Alto Networks Inc	PANW	COM	15,000	0	3,832,650,000	836,550,000	4.60	0.00	Hist	06/30/2023
SOLAREDGE TECHNOLOGIES, INC.	SEDG	Common	14,000	0	3,766,700,000	-488,600,000	4.52	0.02	Hist	06/30/2023
BILL Holdings, Inc.	BILL	Common	30,000	0	3,505,500,000	1,071,300,000	4.21	0.03	Hist	06/30/2023
monday.com Ltd.	MNDY	Equities	20,000	0	3,424,400,000	569,400,000	4.11		Hist	06/30/2023
DOMO, INC.	DOMO	Common	230,000	0	3,371,800,000	108,100,000	4.05	0.64	Hist	06/30/2023
DOCUSIGN, INC.	DOCU	COM	60,000	0	3,065,400,000	-432,600,000	3.68	0.03	Hist	06/30/2023
Zscaler, Inc.	ZS	COM	20,000	-10,000	2,926,000,000	-578,900,000	3.51	0.01	Hist	06/30/2023
PagerDuty, Inc.	PD	COM	120,000	0	2,697,600,000	-1,500,000,000	3.24	0.13	Hist	06/30/2023
CHEGG, INC	CHGG	Common	260,000	0	2,308,800,000	-1,929,200,000	2.77		Hist	06/30/2023
Workday, Inc.	WDAY	Common	10,000	0	2,258,900,000	193,500,000	2.71	0.00	Hist	06/30/2023
NETFLIX INC	NFLX	Common	5,000	-5,000	2,202,450,000	-1,252,350,000	2.64	0.00	Hist	06/30/2023
MongoDB, Inc.	MDB	COM	5,000	0	2,054,950,000	889,350,000	2.47	0.01	Hist	06/30/2023
TWILIO INC	TWLO	CL A	30,000	0	1,908,600,000	-90,300,000	2.29		Hist	06/30/2023
Tesla, Inc.	TSLA	COM	5,000	0	1,308,850,000	271,550,000	1.57		Hist	06/30/2023
QUANTA SERVICES, INC.	PWR	Common	5,000	0	982,250,000	149,050,000	1.18	0.00	Hist	06/30/2023
FIRST SOLAR, INC.	FSLR	Common	5,000	0	950,450,000	-137,050,000	1.14		Hist	06/30/2023
ON SEMICONDUCTOR CORP	ON	Common	10,000	0	945,800,000	122,600,000	1.14		Hist	06/30/2023
AXCELIS TECHNOLOGIES INC	ACLS	COMMON	5,000	5,000	916,650,000	916,650,000	1.10		Hist	06/30/2023
Fastly, Inc.	FSLY	Common	50,000	0	788,500,000	-99,500,000	0.95	0.04	Hist	06/30/2023
Okta, Inc.	OKTA	CL A	10,000	0	693,500,000	-168,900,000	0.83		Hist	06/30/2023
PayPal Holdings, Inc.	PYPL	COM	10,000	0	667,300,000	-92,100,000	0.80		Hist	06/30/2023
Nano Dimension Ltd.	NNDM	Common	200,000	0	578,000,000	0	0.69		Hist	06/30/2023
CORNING INC /NY	GLW	Common	16,460	0	576,758,000	-3,951,000	0.69		Hist	06/30/2023
Enovix Corp	ENVX	Common	30,000	0	541,200,000	93,900,000	0.65	0.02	Hist	06/30/2023
ChargePoint Holdings, Inc.	CHPT	Common	60,000	0	527,400,000	-100,800,000	0.63	0.02	Hist	06/30/2023
Enphase Energy, Inc.	ENPH	Common	3,000	-20,000	502,440,000	-4,334,000,000	0.60		Hist	06/30/2023
ITRON, INC.	ITRI	Common	5,565	0	401,237,000	92,658,000	0.48	0.01	Hist	06/30/2023
SUNPOWER CORP	SPWR	Common	29,931	0	293,324,000	-120,921,000	0.35	0.02	Hist	06/30/2023
ASPEN AEROGELS INC	ASPN	COM	35,000	0	276,150,000	15,400,000	0.33	0.05	Hist	06/30/2023
ABB LTD	ABB	SP ADR	7,000	0	274,750,000	34,650,000	0.33		Hist	06/30/2023
Sunnova Energy International Inc.	NOVA	Common	15,000	0	274,650,000	40,350,000	0.33		Hist	06/30/2023
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